Wealth Advisory

wealth advisory

Preserving What Matters

Building and managing a thriving business takes time, effort, and expertise. Successfully accumulating wealth and increasing your net worth takes the same dedication. No doubt you’re balancing short-term decisions with long-range planning. Our wealth advisory services help you organize what you already have, navigate additional choices that best fit your financial goals, and implement a holistic plan so you preserve and build upon what matters most to you.

Creating a Holistic Picture

The first step on your wealth advisory path is “financial organization.” By creating a Net Worth statement or Personal Financial statement, you will have a complete picture of what you have. Then our discussion can move forward to specific goal achievement such as preservation, charitable giving, tax minimization, lifetime gifting to heirs or other goals.

Identifying What’s Important

68% of the world’s wealthiest people are “self-made.” Whether you’ve created opportunities from advancing technology, investing in real estate, or serving businesses or consumers, most likely you’re driven to succeed.

Now that you have an organized and complete view of your financial life, we’ll discuss your goals and their priority. What do you want as your legacy to future generations? What kind of lifestyle do you aspire to? When do you want to retire? These are just some of the questions we’ll explore in the next wealth advisory step.

Understanding what matters most to you — both personally and professionally — will help us create an implementation plan that moves you toward your most desired outcomes. When necessary, we’ll work with other professionals — such as estate and insurance planning — to successfully implement your financial plan.

Wealth Enhancement

There are a multitude of strategies to accumulate wealth. Your customized advisory plan may include:

  • Tax planning and tax-efficient wealth distribution
  • Financial asset review for risk and growth potential
  • Business profitability and growth projections
  • Personal and business retirement options
  • Business succession planning
  • Estate, charitable & lifetime gift planning

Wealth Protection

Protecting and preserving your wealth requires a comprehensive review of both your personal and business assets. There several strategies to prevent unnecessary losses and risks, including:

  • Tax minimization, tax planning and projections
  • Estate plan strategies and financial outcomes
  • Asset protection, liability, long-term care, and insurance coverage
  • Business structuring & financial implications
  • Emergency funds & scenario planning
  • Debt structure

On Call Advisory Services

Are your wealth accumulation strategies diversified? Are your retirement funds on track to support your desired lifestyle? What are the best financial vehicles to accumulate wealth for the long term? These are just some of the questions we can answer for you. Benefit from our 30+ years of experience to get the answers to what you need exactly when you need them.

Business CPA Services Start with a 30 Minute Consultation

Real Estate CPA Services


“We have been a client  for a number of years and have used them to prepare our personal, business and rental property returns. We love the personal service, friendly office and the fact that they are proactive. We have used large and mid sized firms in the past and have found that Adam is much more thorough and caught many errors previously made by the larger firms. We would highly recommend this accounting firm.” 

~ Anna M. 

“I have been a client of Adams for over 10 years. The firm handles the accounting for 2 of my businesses as well as my personal return.  Over the years I have referred several people to Adam, all of them giving rave reviews to Adam and his team.”

~ Andrew N. 

“A+ Service. As a new business owner, I was a bit clueless and frustrated dealing with taxes. Rosenberg made everything simple and put me on the right path to success. Life’s good!”

~ Jessie O.